Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOODWIN DANIEL L | CL B | 2901 | $219,926 | 2,300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
JEPPSON WEALTH MANAGEMENT LLC | Stock | 2902 | $215,214 | 2,290 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHITE PINE CAPITAL LLC | COM | 2903 | $218,874 | 2,289 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
LYNCH & ASSOCIATES/IN | COM | 2904 | $215,120 | 2,289 | 0.00 | 0.06 | 89 | 4.05 | 03-31-2024 |